Insights

Blended Australian Equities Portfolio | Australian Equities income Portfolio We have initiated a position in Pilbara Minerals, whose...

Australian Equities Income Portfolio We have added to our existing position in Santos (STO) following the company’s Investor Day, with...

Blended Australian Equities Portfolio We have recently exited 2 positions in the portfolio, SkyCity Entertainment Group (SKC) and Amcor...

The ASX 200 fell 3.8% in October, as rising bond yields weighed heavily on equity valuations. Indeed, the tension between rising interest...

Blended Australian Equities Portfolio WiseTech Global (WTC) is a provider of cloud-based software solutions to the global logistics...

The ASX 200 fell 2.8% in September as rising bond yields weighed heavily on global stock market valuations. At both an Index and company...

Australian Equities Income Portfolio We have sold the Westpac Banking Corporation (WBC) position in the Income Portfolio and reinvested...

Blackmore Capital Blended Australian Equities Portfolio RMD is a manufacturer and distributor of Continuous Positive Airway Pressure...

The ASX 200 fell 0.7% in August, with the FY23 reporting season delivering a higher incidence of earnings downgrades. For corporate...

Blackmore Capital Blended Australian Equities Portfolio We have recently made some changes to the Blended Australian Equities portfolio...

The ASX 200 rose by 2.9% in July, supported by the belief that central banks are now close to the end of the interest rate tightening...

Blended Australian Equities Portfolio We have recently initiated a position in Premier Investments (PMV), topped up our existing...

The ASX 200 increased 1.8% in June, with the Index up 9.7% for FY23. For the month of June Materials (+4.6%) was the best performing...

Blended Australian Equities Portfolio We have exited our position in Bega Group (BGA) post its recent trading update. While we welcome...

Blended Australian Equities Portfolio We have recently reduced our holding in News Corp (NWS) in the Blended and Concentrated Portfolio,...

Australian Equities Income Portfolio We have sold our position in Atlas Arteria (ALX) in the Income Portfolio and added to three existing...

The ASX 200 declined 2.5% in May as Banks and Resources, the bell-weather sectors of the Australian equity market, weighed heavily on...

Australian Equities Income Portfolio Selling Suncorp (SUN) We have sold our position in Suncorp in the Income Portfolio. We believe that...

Marcus Bogdan CIO of Blackmore Capital spoke to Christopher Conway at Livewire Markets on our approach to stock selection and portfolio...

Australian Equities Blended Portfolio We have recently reduced our holdings in Brambles (BXB) in both Blended and Concentrated Portfolios...